Welcome to the Sysero Knowledge Base

Manual: Tips and Tricks

Manual: Administration

Manual Level Two: Business Process, Data Rooms

Detail: Unlike Word where you can submit document from addin, the PDF documents need to be uploaded via the web interface.  So to add to an business process for use in automated process as static content requires a few more steps.  

1. Document needs to be added to a Document Library e.g. Knowledge Library.
2. Usually you will have one of two options on the search page:
   1. Icon allowng you to upload document, then complete profile.
   2. Button to create profile then attach document.
3. Once uploaded to a document library you need to edit the business process of the automated app you want this document to appear on.
4. Once in the business process editor you will find an option to Add Document, select the Document Library you added the document to, find the document, check selection box and click add.
5. Document will now be available in forms editor for inclusion.

Manual: Administration

Manual: Reporting, Administration

Manual Level Two: Wiki Pages

Detail:

Overview

Subject pages can be used to create custom landing page when refining on the search page to e.g. a Practice Area.  So for example if the documents are below a Practice Area > Sub Folder, you may want to display this at Practice Area level.

In this example we are going to combine them with reports.

Pre-requisits

Note : The below is only required for Cogent themed versions running on Sysero pre 1.22.0802.

First we need to add the below to the Javascript tab on Admin > Data Rooms > Design Form > Actions > Edit Search Header.

$(function() {
    // move subject page
    if ($('.searchShowSubjectPage').length > 0) {
        setTimeout(function(){
            let move = $('.searchShowSubjectPage').detach();
            $(move).prependTo('#pnlIndexResults').css('order','initial');
        }, 50)
    }
});

Create Web Report

To create a usage report go to Admin > Reports > Web Report.  For more information on creating reports Reporting part of Manual in Knowledge Base.

In this case we want the SearchResults presentation format.

We also need the following fields that will not be shown as meta data in this format.  Note any with _ are used by process but not shown:

• _DocumentID : EWSID that will make sure correct icon is shown.  Default it Web icon.
• _Path : If _DocumentID not available can pass a Path where is will use extension.
• _Title : Title to place next to icon as link.
• _Link : The link icon will take you to.

Please note facet querystring can be used with report by using psuedo code [!TextFieldx!] etc.

Create Wiki Page

Go to Admin > WikiPages and Create Wiki Page

In HTML for Wiki Page use format similar to below, please note below example uses two reports side by side.

Note : From Sysero version 1.22.0802 the below can be added to a new Wiki Page by going to "Load Existing" and selecting the two column report template.

<div class="LandingContent">
<h1>Welcome to Practice Home Page</h1>
<p>This area can be customised as required, including more reports, links or text etc. Click on refiners or search to find other documents.</p>
</div>
<div class="LandingReports">
<div class="LandingReport">
<h1>Most Used Documents</h1>
[Select Report1]
</div>
<div class="LandingReport">
<h1>Recently Uploaded Documents</h1>
[Select Report2]
</div>
</div>

In CSS add the following:

.LandingContent {
    padding: 20px;
    margin: 10px;
    background: #f9f9f9;
    border-bottom: 3px solid var(--main-colour);
    color: #121212;
    font: normal 22px/32px var(--font-header);
}

.LandingReport {
    padding: 20px;
    margin: 10px;
    background: #f9f9f9;
    border-bottom: 3px solid var(--main-colour);
}

.LandingContent { 
    text-align: center;
}

.LandingReports {
    display: flex;
    flex-flow: row wrap;
    justify-content: center;
}


.LandingReport {
    flex-basis: calc(50% - 20px);
}

.LandingContent h1, .LandingReport h1 {
    font-weight: bold;
    font-size: 24px;
    margin-top: 0;
    text-align: center;
}

.searchShowDefaultSearchContent p:last-child {
  margin-bottom: 0;
}

Assign Subject Page

Go to Admin > Data Rooms > Advanced Settings > Subject Pages

Create new subject page, select the new Wiki Page and Assigned the condition to the relevant refiner.